The following email templates are set up for your account, branded with your logo and contact details.
Main Template
Trigger: Used in all email communications
Recipients: All Users
User - Welcome Email
Trigger: A new account creation or resending welcome email
Recipients: All Users
Forgot Password
Trigger: Triggered when a User forgets their password and uses the 'Forgot Password' link on the login page.
Recipients: ALL
Forgot Username Email
Trigger: Triggered when a User has forgotten their Username and uses the 'forgot Username' link on the login page.
Recipients: ALL
Two Factor Authentication Email
Trigger: Triggered when a User is logging in and requires authentication, or when updating information such as Payment details which require authentication.
Recipients: ALL Users with 2FA enabled
User Account Locked
Trigger: Triggered after too many unsuccessful attempts to login.
Recipients: User attempting to login
Claim Approval Request
Trigger: Triggered when approval is requested on an entered claim.
Recipients: Nominated Approver (Participant, Carer, Support Coordinator, Contact)
Claim Approval Reminder
Trigger: Triggered when a claim has not yet been approved - sent daily at 4 AM until auto approved or manually approved/rejected.
Recipients: Nominated Contact (Participant, Carer, Support Coordinator, Contact)
Claim Rejected - Invitation to approve/reject invoice
Trigger: Triggered when a claim has been rejected
Recipients: Plan Manager / Director
Claim Approval No Response Notification
Trigger: Triggered when no action is taken on the approval request before the end of the approval lead time
Recipients: Plan Manager / Director
Manual Payment Request
Trigger: Triggered when a claim does not have 100% NDIS acceptance for all lines
Recipients: Plan Manager, Director
Remittance Advice
Trigger: Triggered when a claim has been processed and paid and the remittance step is completed.
Recipients: Service Providers
Monthly Plan Report
Trigger: Triggered on 1st day of each month at 1 AM.
Recipients: Nominated Contact (Participant, Carer, Support Coordinator)
Participant Plan Ended
Trigger: Triggered when a plan has expired or the end date has passed.
Recipients: Nominated Contact with 'Receive Plan Report' selected (Participant, Carer, Support Coordinator)
Participant Plan Found
Trigger: Triggered when a plan has been updated from PRODA. Emails are generated at 6am
Recipients: Plan Manager, Directors
Participant Plan Extended
Trigger: Triggered when a plan end date is extended in NDIS. Emails are generated at 6am
Recipients: Plan Manager, Directors
Expiring Plans Report
Trigger: Triggered when a plan is 90,60,30,1 days from expiration
Recipients: Plan Manager, Director
Warning Participants Report - Daily
Trigger: A warning participant list is sent on a daily basis at 4 AM
Recipients: Plan Manager, Director
Warning Participants Report - Weekly
Trigger: A warning participant list is sent on a weekly basis Monday morning 4 AM.
Recipients: Plan Managers, Directors
Plan Budget Usage Warnings: Level 1, 2 and 3
Trigger: A warning is sent when Budget usage exceeds the Agency-set thresholds.
Recipients: Participants & Associated Contacts (Support Coordinators / Carers) who receive Monthly Statement Reports.
Level 1 Warning Email:
Level 2 Warning Email:
Level 3 Warning Email:
Service Agreement Budget Usage Warning
Trigger: A warning is sent when claims for a Service Agreement exceed the agency-set threshold.
Recipients: Directors, Plan Managers
Participant Registration Acknowledgement
Trigger: A registration request submitted via the online Registration Form.
Recipients: email address submitted in Registration form.
Participant Registration Notice
Trigger: Online Registration Form submission.
Recipients: Directors.
Participant Association
Trigger: New association created for a Participant with a Support Coordinator or a Carer
Recipients: Support Coordinator / Carer.
Payment Data Change alert
Trigger: Payment details updated on either a Participant or a Provider Details page
Recipients: Directors
